Foundations Investment Advisors

Latest statistics and disclosures from Foundations Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Foundations Investment Advisors

Foundations Investment Advisors holds 573 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Foundations Investment Advisors has 573 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exchange Listed Fds Tr Cabana Target 10 (TDSC) 9.2 $279M -28% 13M 22.37
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.9 $147M +42% 1.6M 91.82
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Ishares Tr Core S&p500 Etf (IVV) 4.2 $126M +35% 283k 445.71
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Exchange Listed Fds Tr Cabana Moderate (CLSM) 3.5 $106M +259% 5.2M 20.28
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Exchange Listed Fds Tr Cabana Target 7 (TDSB) 3.3 $99M -27% 4.7M 21.09
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Ishares Tr Core Total Usd (IUSB) 3.1 $94M +54% 2.1M 45.47
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Ishares Tr Short Treas Bd (SHV) 3.0 $91M +128% 820k 110.45
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Two Rds Shared Tr Regents Pk Hdgd (RPHS) 2.8 $83M -20% 9.4M 8.89
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Exchange Listed Fds Tr Cabana Target 13 (TDSD) 2.4 $71M -37% 3.2M 22.04
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.3 $70M +168% 517k 134.87
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.9 $57M -32% 994k 57.73
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Select Sector Spdr Tr Technology (XLK) 1.9 $56M +71% 323k 173.86
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Ishares Tr Eafe Grwth Etf (EFG) 1.5 $46M +39% 480k 95.41
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Apple (AAPL) 1.5 $45M +18% 230k 193.97
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Exchange Listed Fds Tr Cabana Target 16 (TDSE) 1.5 $44M -37% 2.0M 22.30
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $44M +49% 98k 443.28
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Spdr Gold Tr Gold Shs (GLD) 1.4 $43M 241k 178.27
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Exchange Listed Fds Tr Cabana Aggressiv (CLSA) 1.4 $41M -73% 2.2M 18.96
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Ishares Tr Eafe Value Etf (EFV) 1.1 $34M -6% 692k 48.94
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Two Rds Shared Tr Anfield Us Equ (AESR) 1.1 $32M +18% 2.5M 12.78
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $32M -29% 389k 81.08
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Ishares Tr Mbs Etf (MBB) 0.9 $29M +26% 306k 93.27
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $28M +46% 211k 132.73
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Two Rds Shared Tr Anfield Diversif (DALT) 0.9 $27M +24% 3.2M 8.50
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Ishares Tr Msci Usa Min Vol (USMV) 0.9 $27M +18% 362k 74.33
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Exchange Listed Fds Tr Cabana Conservat (CLSC) 0.8 $26M +236% 1.3M 19.63
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Microsoft Corporation (MSFT) 0.8 $25M +29% 74k 340.54
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Ishares Tr U.s. Tech Etf (IYW) 0.8 $23M +35% 214k 108.87
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.7 $22M +74% 297k 74.17
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Ishares Core Msci Emkt (IEMG) 0.7 $22M +5% 439k 49.29
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Accenture Plc Ireland Shs Class A (ACN) 0.7 $21M 69k 308.58
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $18M -57% 189k 97.46
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Two Rds Shared Tr Anfield Dynamic (ADFI) 0.6 $17M +30% 2.0M 8.46
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Amazon (AMZN) 0.5 $16M +39% 124k 130.36
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $16M +28% 40k 407.28
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Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $16M +116% 693k 22.90
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $15M +64% 85k 169.81
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $14M +2010% 147k 97.95
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Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $14M -36% 97k 144.25
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.5 $14M +16% 299k 45.89
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Tesla Motors (TSLA) 0.4 $14M +16% 52k 261.77
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $13M +12% 36k 369.42
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Ishares Gold Tr Ishares New (IAU) 0.4 $13M +18% 353k 36.39
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Select Sector Spdr Tr Communication (XLC) 0.4 $13M +1396% 193k 65.08
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Ishares Tr Cohen Steer Reit (ICF) 0.4 $12M +22% 214k 55.57
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $12M 246k 47.87
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NVIDIA Corporation (NVDA) 0.4 $12M +33% 27k 423.02
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $11M +171% 94k 119.70
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Chevron Corporation (CVX) 0.4 $11M +13% 71k 157.35
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Pacer Fds Tr Pac Asset Fltg (FLRT) 0.4 $11M 236k 45.98
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $11M -19% 179k 59.41
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Exxon Mobil Corporation (XOM) 0.4 $11M +22% 99k 107.25
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Vanguard Index Fds Growth Etf (VUG) 0.3 $10M +3% 37k 282.96
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.3 $10M NEW 393k 25.84
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $10M +43% 94k 107.32
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $10M +49% 734k 13.61
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JPMorgan Chase & Co. (JPM) 0.3 $9.9M +11% 68k 145.44
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Exchange Listed Fds Tr Cabana Target 5 (TDSA) 0.3 $9.8M -24% 471k 20.86
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UnitedHealth (UNH) 0.3 $9.6M +16% 20k 480.64
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $9.1M +18% 143k 63.53
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $9.0M +11% 124k 72.62
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $8.9M +5% 164k 54.44
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $8.9M +11% 80k 110.77
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $8.8M -7% 144k 61.01
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Ishares Emng Mkts Eqt (EMGF) 0.3 $8.7M -2% 209k 41.57
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $8.7M +7% 151k 57.40
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Meta Platforms Cl A (META) 0.3 $8.3M +35% 29k 286.98
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Two Rds Shared Tr Anfield Unvl Etf (AFIF) 0.3 $7.9M +8% 897k 8.80
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $7.7M +21% 143k 53.81
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Ishares Tr Core Div Grwth (DGRO) 0.3 $7.6M -5% 147k 51.53
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Ishares Silver Tr Ishares (SLV) 0.2 $7.2M +24% 346k 20.89
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Proshares Tr Short S&p 500 Ne (SH) 0.2 $7.1M +43% 512k 13.88
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.2 $6.7M -4% 126k 53.62
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Visa Com Cl A (V) 0.2 $6.7M +72% 28k 237.48
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $6.7M +18% 88k 75.66
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.2 $6.4M +4% 111k 57.60
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Goldman Sachs Physical Gold Unit (AAAU) 0.2 $6.2M +244% 326k 19.04
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $6.2M +23% 82k 75.08
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Procter & Gamble Company (PG) 0.2 $6.2M +7% 41k 151.74
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $6.2M +2% 78k 79.03
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Churchill Downs (CHDN) 0.2 $6.2M +100% 44k 139.17
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $6.1M -46% 147k 41.45
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $6.0M -45% 70k 86.54
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $5.9M -61% 118k 50.14
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Pfizer (PFE) 0.2 $5.6M +34% 154k 36.68
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Mastercard Incorporated Cl A (MA) 0.2 $5.5M +128% 14k 393.29
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Verizon Communications (VZ) 0.2 $5.5M +19% 147k 37.19
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $5.3M +6% 112k 47.10
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $5.2M -3% 24k 220.28
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Vanguard Wellington Us Quality (VFQY) 0.2 $5.1M +76% 45k 114.06
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United Parcel Service CL B (UPS) 0.2 $5.1M +4% 28k 179.25
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Citigroup Com New (C) 0.2 $5.0M +40% 108k 46.04
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Johnson & Johnson (JNJ) 0.2 $4.8M +5% 29k 165.52
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Morgan Stanley Com New (MS) 0.2 $4.7M +24% 55k 85.40
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $4.6M +226% 88k 52.11
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $4.6M -19% 13k 341.00
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $4.6M +18% 43k 106.07
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Merck & Co (MRK) 0.2 $4.6M +6% 40k 115.39
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Abbvie (ABBV) 0.2 $4.5M -5% 34k 134.73
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Williams Companies (WMB) 0.1 $4.5M +4% 137k 32.63
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $4.4M +16% 76k 58.15
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First Tr Value Line Divid In SHS (FVD) 0.1 $4.3M +2% 107k 40.09
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.1 $4.2M NEW 98k 43.36
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Blackstone Group Inc Com Cl A (BX) 0.1 $4.2M +17% 45k 92.97
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Southern Company (SO) 0.1 $4.2M +2% 60k 70.25
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Boeing Company (BA) 0.1 $4.2M +72% 20k 211.16
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $4.2M +77% 26k 158.56
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Iqvia Holdings (IQV) 0.1 $4.1M +62% 18k 224.77
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $4.0M +39% 53k 75.19
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American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $4.0M +55% 88k 45.63
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Altria (MO) 0.1 $4.0M +453% 88k 45.30
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Vanguard World Fds Energy Etf (VDE) 0.1 $4.0M +6% 35k 112.89
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $4.0M NEW 57k 69.21
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Valero Energy Corporation (VLO) 0.1 $3.9M +4% 34k 117.30
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Unilever Spon Adr New (UL) 0.1 $3.9M -2% 75k 52.13
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt 0.1 $3.9M NEW 128k 30.12
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Home Depot (HD) 0.1 $3.8M +15% 12k 310.65
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Lockheed Martin Corporation (LMT) 0.1 $3.8M +20% 8.4k 460.38
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $3.8M +1184% 87k 44.17
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Microstrategy Cl A New (MSTR) 0.1 $3.8M -4% 11k 342.42
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Vanguard Wellington Us Minimum (VFMV) 0.1 $3.8M +27% 38k 99.78
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $3.8M +13% 82k 45.98
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Alphabet Cap Stk Cl C (GOOG) 0.1 $3.7M -17% 31k 120.97
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International Business Machines (IBM) 0.1 $3.7M +4% 28k 133.81
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AmerisourceBergen (ABC) 0.1 $3.7M +19% 19k 192.43
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $3.7M +41% 5.1k 724.79
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $3.6M +190% 159k 22.77
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Ishares Tr Msci Usa Value (VLUE) 0.1 $3.6M -3% 38k 93.79
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Ishares Tr Us Infrastruc (IFRA) 0.1 $3.5M +12% 91k 39.08
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Sempra Energy (SRE) 0.1 $3.5M +12% 24k 145.59
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Public Service Enterprise (PEG) 0.1 $3.5M +10% 55k 62.61
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $3.4M +19% 78k 43.80
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $3.4M +9% 74k 46.18
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Eli Lilly & Co. (LLY) 0.1 $3.3M +53% 7.1k 468.99
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Cisco Systems (CSCO) 0.1 $3.3M +10% 64k 51.74
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Raytheon Technologies Corp (RTX) 0.1 $3.3M +38% 34k 97.96
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Charles Schwab Corporation (SCHW) 0.1 $3.3M +47% 58k 56.68
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British Amern Tob Sponsored Adr (BTI) 0.1 $3.3M +16% 98k 33.20
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Amgen (AMGN) 0.1 $3.2M -12% 14k 222.03
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $3.2M +29% 124k 25.37
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Anthem (ELV) 0.1 $3.1M +76% 7.0k 444.27
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Fidelity National Information Services (FIS) 0.1 $3.1M +37% 57k 54.70
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Texas Instruments Incorporated (TXN) 0.1 $3.1M +7% 17k 180.02
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Enbridge (ENB) 0.1 $3.1M +9% 83k 37.15
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Palo Alto Networks (PANW) 0.1 $3.1M +73% 12k 255.51
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Adobe Systems Incorporated (ADBE) 0.1 $3.1M +50% 6.3k 488.99
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Vanguard Index Fds Value Etf (VTV) 0.1 $3.1M +10% 22k 142.10
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Pacer Fds Tr Pacer Us Small (CALF) 0.1 $3.0M +4% 75k 40.70
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Bristol Myers Squibb (BMY) 0.1 $3.0M -9% 47k 63.95
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Walt Disney Company (DIS) 0.1 $3.0M +63% 33k 89.28
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $2.9M +61% 44k 67.44
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First Tr Exchng Traded Fd Vi Ft Cboe Vest U S 0.1 $2.9M NEW 93k 31.24
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Main Street Capital Corporation (MAIN) 0.1 $2.9M +1239% 71k 40.03
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $2.9M +14% 60k 47.67
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Netflix (NFLX) 0.1 $2.8M +63% 6.4k 440.49
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Ares Capital Corporation (ARCC) 0.1 $2.7M +24% 145k 18.79
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First Tr Morningstar Divid L SHS (FDL) 0.1 $2.6M -41% 77k 34.01
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PCM Fund (PCM) 0.1 $2.6M NEW 267k 9.63
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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.1 $2.6M -12% 119k 21.54
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Gilead Sciences (GILD) 0.1 $2.6M +7% 33k 77.07
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Ares Dynamic Cr Allocation (ARDC) 0.1 $2.5M NEW 207k 12.33
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $2.5M NEW 63k 40.17
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Apollo Tactical Income Fd In (AIF) 0.1 $2.5M NEW 201k 12.69
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Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $2.5M +35% 28k 92.03
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $2.5M +35% 56k 45.30
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Etfis Ser Tr I Virtus Infrcap (PFFA) 0.1 $2.5M NEW 128k 19.64
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $2.5M +12% 23k 106.90
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salesforce (CRM) 0.1 $2.5M +92% 12k 211.26
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Crown Castle Intl (CCI) 0.1 $2.5M -8% 22k 113.94
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Philip Morris International (PM) 0.1 $2.5M -10% 25k 97.62
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Pgim Short Duration High Yie (ISD) 0.1 $2.5M NEW 197k 12.42
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Pioneer High Income Trust (PHT) 0.1 $2.4M NEW 363k 6.72
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Coca-Cola Company (KO) 0.1 $2.4M +2% 40k 60.22
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Blackrock Multi-sector Incom other (BIT) 0.1 $2.4M NEW 168k 14.37
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McDonald's Corporation (MCD) 0.1 $2.4M +30% 8.1k 298.39
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $2.4M NEW 92k 25.98
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $2.4M +580% 32k 74.92
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $2.4M NEW 117k 20.16
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Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL) 0.1 $2.3M +114% 106k 21.77
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $2.2M -4% 50k 44.14
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Select Sector Spdr Tr Energy (XLE) 0.1 $2.2M -71% 27k 81.17
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Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.1 $2.2M +3% 42k 51.34
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International Flavors & Fragrances (IFF) 0.1 $2.2M NEW 27k 79.59
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $2.2M -5% 64k 34.09
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.2M +56% 7.9k 275.17
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $2.2M NEW 42k 51.41
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Pepsi (PEP) 0.1 $2.1M +8% 12k 185.21
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Advanced Micro Devices (AMD) 0.1 $2.1M +32% 19k 113.91
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $2.1M NEW 14k 151.98
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $2.1M NEW 14k 148.83
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Oracle Corporation (ORCL) 0.1 $2.1M -37% 17k 119.09
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $2.0M +3% 82k 24.63
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Collaborative Investmnt Ser Mohr Growth Etf (MOHR) 0.1 $2.0M +87% 100k 19.80
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Wal-Mart Stores (WMT) 0.1 $1.9M +12% 12k 157.19
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.9M NEW 12k 165.39
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Vanguard World Fds Health Car Etf (VHT) 0.1 $1.9M +23% 7.9k 244.81
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McKesson Corporation (MCK) 0.1 $1.9M +55% 4.5k 427.34
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.9M +663% 7.3k 261.49
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.9M -32% 12k 162.42
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Vanguard World Fds Industrial Etf (VIS) 0.1 $1.8M +56% 8.9k 205.54
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.8M +94% 17k 108.14
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Linde SHS (LIN) 0.1 $1.8M +190% 4.8k 381.06
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Vanguard World Fds Utilities Etf (VPU) 0.1 $1.8M +50% 13k 142.17
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.8M +237% 8.2k 220.17
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Vanguard World Fds Financials Etf (VFH) 0.1 $1.8M +74% 22k 81.24
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Bank of America Corporation (BAC) 0.1 $1.8M +54% 62k 28.69
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.8M +6% 18k 100.92
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Booking Holdings (BKNG) 0.1 $1.7M -20% 648.00 2700.33
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Comcast Corp Cl A (CMCSA) 0.1 $1.7M -22% 42k 41.55
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Vanguard World Fds Materials Etf (VAW) 0.1 $1.7M +58% 9.5k 181.96
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Ishares Tr National Mun Etf (MUB) 0.1 $1.7M NEW 16k 106.73
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Broadcom (AVGO) 0.1 $1.7M +8% 2.0k 867.48
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $1.7M -57% 24k 69.95
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Wisdomtree Tr Us High Dividend (DHS) 0.1 $1.7M -15% 21k 79.57
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.6M +17% 23k 72.69
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $1.6M 84k 19.22
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.6M -14% 15k 102.94
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Wells Fargo & Company (WFC) 0.1 $1.5M -11% 36k 42.68
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ConocoPhillips (COP) 0.1 $1.5M +21% 15k 103.61
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First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN) 0.0 $1.5M NEW 66k 22.25
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CVS Caremark Corporation (CVS) 0.0 $1.4M +83% 21k 69.13
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At&t (T) 0.0 $1.4M +10% 88k 15.95
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Novartis Sponsored Adr (NVS) 0.0 $1.4M +24% 14k 100.91
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Qualcomm (QCOM) 0.0 $1.4M +39% 12k 119.04
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $1.4M +27% 29k 47.42
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Direxion Shs Etf Tr Direxion Hcm 0.0 $1.3M NEW 52k 25.99
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $1.3M -84% 13k 99.65
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CarMax (KMX) 0.0 $1.3M -19% 16k 83.70
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First Tr Exchng Traded Fd Vi Ft Cboe Vest U S 0.0 $1.3M NEW 63k 20.81
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Collaborative Investmnt Ser Adaptive Core (RULE) 0.0 $1.3M +99% 66k 19.92
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $1.3M +118% 28k 45.99
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $1.3M +26% 23k 57.56
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Costco Wholesale Corporation (COST) 0.0 $1.3M +21% 2.4k 538.34
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $1.3M +18% 8.7k 146.87
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Air Products & Chemicals (APD) 0.0 $1.3M -13% 4.3k 299.54
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American Express Company (AXP) 0.0 $1.3M +79% 7.3k 174.21
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Caterpillar (CAT) 0.0 $1.3M +9% 5.2k 246.06
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $1.3M +113% 11k 115.26
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $1.3M -58% 29k 43.20
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Lowe's Companies (LOW) 0.0 $1.2M 5.5k 225.72
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $1.2M +68% 40k 30.99
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $1.2M +21% 16k 75.57
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General Electric Com New (GE) 0.0 $1.2M +51% 11k 109.85
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $1.2M 93k 12.70
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $1.2M +51% 21k 56.08
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Parker-Hannifin Corporation (PH) 0.0 $1.2M +150% 3.0k 390.09
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $1.2M -73% 18k 65.44
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $1.2M -16% 15k 75.07
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Cleveland-cliffs (CLF) 0.0 $1.1M 68k 16.76
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Medtronic SHS (MDT) 0.0 $1.1M -17% 13k 88.10
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Past Filings by Foundations Investment Advisors

SEC 13F filings are viewable for Foundations Investment Advisors going back to 2018

View all past filings